Personal Tax Account
The Personal Tax Account is a service which will be released in 2017/2018.
My involvement was at the initial stages of Discovery. The objective is to give users an holistic view of their tax situation and we were working around how this might be dynamically used to auto-suggest ways that users might be able to improve their situation.
This model below was used to help the service to move away from linear processes and adopt a user centric position: My savings; my future; my family; my income; etc. Each of these areas has a tax relationship.
My involvement was at the initial stages of Discovery. The objective is to give users an holistic view of their tax situation and we were working around how this might be dynamically used to auto-suggest ways that users might be able to improve their situation.
This model below was used to help the service to move away from linear processes and adopt a user centric position: My savings; my future; my family; my income; etc. Each of these areas has a tax relationship.
User centric Personal Tax Account model
Trusted Helper
I inherrited a project to allow people to get help from close friends/relatives across all tax services. When I came into the project it was a registration process that was gradually being stuffed with features and was breaking both conceptually and in reality.
I redesigned the solution to underpin the relationship between users through a common 'activity centre' interface. The above high level solution map serves to demonstrate how the project was like a mini community site which needed to cement the relationship between user and helper and also provide a scalable platform for the product.
I redesigned the solution to underpin the relationship between users through a common 'activity centre' interface. The above high level solution map serves to demonstrate how the project was like a mini community site which needed to cement the relationship between user and helper and also provide a scalable platform for the product.
One of the more complex challenges for the trusted helper was where helpers may have a right to help but might not be necessarily trusted. For example, with Tax Free Childcare, estranged parents may have a right to see and adapt their own child's allowances, but not those of half-siblings. Similarly there may be a need to prevent the same sorts of people from viewing information where court orders are in place. This is further complicated by a situation with multiple stakeholder users and potentially all having helpers. I developed above solution, in the form of a venn diagram, to show how these relationships could be managed, across complex relationships, using tagging to provide dynamic views of complex data across complex relationships.